Identify Marital Assets

As a CDFA™, we first look at the marital assets belonging to you and your spouse in the traditional way. The intent is to divide the property as equitably as possible and plan for any appropriate child and/or spousal support.

But we don’t stop there. We will examine the long term effects that a proposed property/support settlement has upon your future financial well-being. This is necessary because different assets, which may have equal value today, may be projected to behave differently and have vastly different values in the future.

In addition, our analysis will consider factors such as: impact of inflation upon living expenses, different tax brackets of the parties as single individuals, special tax issues, present value of pensions, stock options, deferred income, replacement of insurances, cost basis and performance of individual investments, alimony and child support, possible buyouts and their overall impact, and more.

Our goal is to help you navigate through your financial issues so you can make clear and appropriate decisions about your future.